How to Write Off Accounts Receivable in Xero

Quick summary

Writing off accounts receivable in Xero lets you remove uncollectible invoices from your books by creating and applying a credit note directly from the invoice view. This keeps your financial records accurate without manually adjusting journal entries.

Steps

1. On Xero's main dashboard, go to the top menu bar and click Accounting.
2. Choose Aged Receivables Summary to find the list of accounts receivable quickly.
3. Select the contact from whom you expect to receive payments.
4. Find and open the specific invoice you want to write off.
5. Tap the More Options button in the top-right corner.
6. Pick Create and Apply Credit from the options menu.
7. Review the details, then click Approve or Save.
8. The selected accounts receivable will be written off immediately from your Xero account.